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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,584 | $101,798-27.7% | $165,071-55.4% | $80,935-9.1% |
| Participation rate | 84.4% | 71.8%+12.6pp | 78.6%+5.8pp | 67.7%+16.8pp |
| Annual return | 5.11% | 16.73%-11.6pp | 70.17%-65.1pp | 35.66%-30.5pp |
| Employer contribution / active EE | $2,029 | $2,954-31.3% | $4,347-53.3% | $2,757-26.4% |
| Participant deferral / active EE | $5,500 | $4,476+22.9% | $6,035-8.9% | $4,299+27.9% |
| Admin fee / account holder | $10,935 | $8,221+33.0% | $12,695-13.9% | $6,924+57.9% |